Derrick Fung

1. Community
2. IRIS Practice Engine Feature Requests

I find that the user guides do not do a good job of defining the terms that Practice Engine uses. Some terms are defined while others are not. One example is WIP Billed in the Billing Portfolio. Wh...

• Derrick Fung
• Created March 24, 2023 18:51
• 1 follower
• 1 comment
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests

There needs to be a way to track who printed and e-mailed a bill out other than to just search the e-mail logs.

• Derrick Fung
• Created March 17, 2023 19:39
• 1 follower
• 0 comments
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests

A feature to truly close a financial period is needed. No user should be able to record anything to a closed financial period. For example, I should not be able to record anything to October 2021 a...

• Derrick Fung
• Created November 04, 2021 21:47
• 2 followers
• 2 comments
• 1 vote

1. Community
2. IRIS Practice Engine Feature Requests

I'd like to request a Practice Engine feature where the PDF it creates is uneditable. For example, PDF invoices generated and e-mailed out by Practice Engine should be uneditable.

• Derrick Fung
• Created March 18, 2021 19:36
• 2 followers
• 1 comment
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests

The ability for administrators to build custom reports themselves and then assigning access to specific user profiles would be invaluable.

• Derrick Fung
• Created June 18, 2020 00:51
• 6 followers
• 5 comments
• 8 votes